Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 857 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
1,993
shares
|
$951,418
0.1% of portfolio
|
Q3 2024
Reduced 30.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,989
shares
|
$949,508
0.01% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
1,975
shares
|
$942,825
0.02% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
1,973
shares
|
$941,870
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,964
shares
|
$937,574
0.11% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,963
shares
|
$937,096
0.04% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
1,955
shares
|
$933,277
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
1,939
shares
|
$925,639
0.07% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,926
shares
|
$919,433
0.04% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
1,922
shares
|
$917,524
0.0% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,919
shares
|
$916,092
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,914
shares
|
$913,705
0.11% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,914
shares
|
$913,705
0.21% of portfolio
|
Q3 2024
Added 46.78%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$907,022
0.43% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
1,887
shares
|
$900,816
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,870
shares
|
$892,700
0.03% of portfolio
|
Q3 2022
Reduced 32.49%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,821
shares
|
$869,308
0.27% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,727
shares
|
$824,435
0.03% of portfolio
|
Q2 2022
Added 14.37%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
1,707
shares
|
$814,887
0.27% of portfolio
|
Q3 2024
Added 120.54%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,696
shares
|
$809,636
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,663
shares
|
$793,882
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,632
shares
|
$779,084
0.03% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
1,620
shares
|
$773,355
0.02% of portfolio
|
Q2 2024
Added 24.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,607
shares
|
$767,149
0.01% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,594
shares
|
$760,943
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|